Dan is a co-founder of CVG and loves to work alongside his clients to strategically execute deliberate strategies to maximize value. Rounding out his certification in formal valuation engagements, Dan is also a CPA and has formal training and experience in all aspects of accounting, finance, tax, operational strategy and best practices; he founded Credo CFOs and CPAs in 2004, a professional services firm that provides both CFO-level and Strategic Tax Minimization execution for its clients. Dan’s experience and business ventures have given him grass roots knowledge and experience with companies in various industries, ranging in revenues from $50,000 to $60 billion.
Jim Millar is a principal of the Vine Group, which he founded in October of 1998. The Vine Group is a business advisory group providing strategic planning, valuation analysis and financing assistance to growing businesses. The Vine Group has assisted several companies in raising capital for growth, selling company assets/stock for appropriate valuations and executing the acquisition of strategic businesses.
From 2008 until 2012, Jim also was a Managing Director at Focus Investment Banking and head of their Healthcare and Life Sciences Practice. He has over 20 years of financial and business expertise plus extensive management and business development experience as a senior executive with both large and earlier stage companies. Mr. Millar has advised, managed or led over 100 transactions with an aggregate value of over $1 billion. His expertise includes private placement of debt and equity, mergers, acquisitions and divestitures, valuation services, business formation, strategic planning and corporate finance.
From, 1993 to 1998, Mr. Millar served in various senior financial and operating positions with TheraTx, Inc., a fast growing healthcare services company based in Atlanta. His positions included Corporate Vice President of Strategic Development where he was involved in the identification, valuation and integration of strategic acquisitions for the company. In this role, he assisted with the company’s successful IPO in 1996 that fueled the rapid growth of the company via acquisitions Prior to 1993, Mr. Millar held various senior level corporate development positions with private middle market companies with the primary responsibilities of strategic planning, acquisitions and divestitures and growth financing.
Mr. Millar received his B.A. in Economics from the University of Virginia and both a Masters of Health Administration and a Masters of Business Administration with a concentration in Finance from The University of Chicago.